David Shaw is a CFP-designated registered investment advisor at Bridgewater Advisors INC., based in New York, NY, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 606 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable for accounts larger than $20 million. Reduced fees may apply for family members, friends of firm associates, and non-profit organizations.
Fee Estimator
Location
600 Fifth Avenue, 26th Floor, New York, NY, 10020
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bridgewater Advisors INC.
Previous Registrations
Focus Partners Wealth, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Benjamin Bernard, CFPBridgewater Advisors INC.
- Ryan Wilkens, CFPBridgewater Advisors INC.
- Sara Stollberger, CFPBridgewater Advisors INC.
- Leo Marzen, CFA, CFPBridgewater Advisors INC.
- Jacques Freeman, CFPBridgewater Advisors INC.
- Gabe Bryan, CFPBridgewater Advisors INC.